Norman Marks
JUNE 20, 2022
PwC has shared with us the results of their 2022 Global Risk Survey. It has some interesting stuff, although (as usual) doesn’t go far enough for me. Their food stuff includes: In this turbulent business environment, many executives find the need to revise and adapt their strategies and operating models at a rapid pace. They […].
The Irrelevant Investor
JUNE 20, 2022
If a stock falls 80%, it has to make 400% to get back to even. That unenviable challenge is where a lot of companies find themselves today. 303 stocks in the Russell 3000 are down more than 80% from their high. These stocks collectively have lost more than $1 trillion in market cap from their high. $1 trillion in wiped out market cap is way more than I thought.
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International College of Financial Planning
JUNE 20, 2022
Finance planning : Having a personal finance plan keeps you searching for your dreams without taking you away from your responsibilities. It helps you ensure financial security for your family without affecting your primary goals. Thus, everyone should have a personal finance plan to keep more of his hard-earned money. . Financial planning is a holistic exercise to evaluate your current and future financial standing, enabling you to achieve all your goals systematically.
Don Connelly & Associates
JUNE 20, 2022
How often have you been in a meeting with a client or prospect and felt like you lost control of the conversation? After starting on one subject, the other person goes off on tangents or takes the conversation in a new direction. Clients who are upset may launch into a rant with no particular point or one that isn’t related to the work you do with them.
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Financial Symmetry
JUNE 20, 2022
Too many investors become anxious when the stock market is falling and excited when the stock market is rising. Unfortunately, that is why the average investor dramatically under performs the broad markets as they sell after prices have fallen and … Continued. The post How to Not Worry About a Falling Stock Market appeared first on Financial Symmetry, Inc.
Sara Grillo
JUNE 20, 2022
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha, a former financial advisor with Edward Jones – you’ll hear the real story about what it’s like from someone who spent six years there. This blog/podcast talks about, from Nathan’s perspective: What was it like being an Edward Jones financial advisor?
Random Roger's Retirement Planning
JUNE 20, 2022
This post is a reminder of an important lesson from our friend Bill here in Walker who years ago now said, "you can figure it out now or you can figure it out later but you'll be much happier if you can figure it out now." The catalyst for this post is a couple of rough threads on Twitter that capture different degrees of middle-aged-ish dudes trying to figure it out.
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